Purchases and Sales Made in Q1 2025 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q1 2025. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.42K- 5.51% |
$208K - $238K
|
24.3K
$3.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.43K- 1.61% |
$210K - $240K
|
87.2K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.44K- 18.42% |
$211K - $241K
|
6.37K
$952K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.45K- 2.4% |
$212K - $243K
|
59K
$8.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.47K- 0.16% |
$215K - $246K
|
893K
$134M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.48K- 4.36% |
$218K - $249K
|
32.5K
$4.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.49K- 23.57% |
$219K - $251K
|
4.85K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 28.64% |
$220K - $252K
|
3.74K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.5K- 48.52% |
$221K - $252K
|
1.6K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.53K- 7.74% |
$224K - $256K
|
18.2K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.53K- 0.61% |
$225K - $257K
|
248K
$37.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.53K- 5.37% |
$225K - $257K
|
27K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.54K- 5.48% |
$225K - $258K
|
26.5K
$3.96M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.54K- 1.47% |
$226K - $259K
|
104K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.55K- 5.83% |
$227K - $260K
|
25K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 5.93% |
$228K - $261K
|
24.6K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.58K- 36.92% |
$232K - $265K
|
2.7K
$403K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.6K- 11.13% |
$235K - $269K
|
12.8K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.6K- 9.3% |
$235K - $269K
|
15.6K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.61K- 9.9% |
$236K - $270K
|
14.6K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.61K- 9.32% |
$237K - $271K
|
15.7K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.62K- 7.68% |
$237K - $271K
|
19.4K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.62K- 23.01% |
$238K - $272K
|
5.42K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.62K- 14.32% |
$238K - $272K
|
9.7K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.63K- 3.92% |
$238K - $273K
|
39.8K
$5.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.63K- 56.3% |
$239K - $274K
|
1.27K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.63K- 1.52% |
$239K - $274K
|
106K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.63K- 4.75% |
$239K - $274K
|
32.7K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.63K- 0.65% |
$239K - $274K
|
248K
$37.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.64K- 28.01% |
$241K - $276K
|
4.22K
$632K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.65K- 22.47% |
$242K - $277K
|
5.69K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.65K- 3.77% |
$242K - $277K
|
42.1K
$6.3M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.66K- 0.36% |
$243K - $278K
|
453K
$67.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.66K- 10.92% |
$243K - $279K
|
13.5K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.66K- 10.88% |
$244K - $279K
|
13.6K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$244K - $280K
|
125K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.67K- 8.85% |
$245K - $280K
|
17.2K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.67K- 0.74% |
$245K - $281K
|
224K
$33.5M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.68K- 90.54% |
$246K - $281K
|
175
$26.2K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.68K- 90.54% |
$246K - $281K
|
175
$26.2K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.71K- 16.3% |
$251K - $287K
|
8.78K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.73K- 45.74% |
$254K - $290K
|
2.05K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.73K- 3.95% |
$254K - $291K
|
42.2K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 2.59% |
$255K - $292K
|
65.4K
$9.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-1.75K- 7.76% |
$257K - $294K
|
20.8K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.77K- 8.67% |
$260K - $298K
|
18.7K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.77K- 2.66% |
$260K - $298K
|
64.9K
$9.71M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.78K- 6.15% |
$261K - $299K
|
27.1K
$4.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.78K- 4.2% |
$261K - $299K
|
40.6K
$6.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.79K- 55.67% |
$263K - $301K
|
1.43K
$213K
|